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Disclosery

IEZ ISHARES TR

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US OIL EQ&SV ETF (fund)

70 managers (71 13F filers) reported a position in IEZ shares at 2025-12-31, 2,847,393 shares in all. 15 filers opened a position and 5 filers sold out during the quarter.

Managers
70
13F filers
71
New
15
Added
19
Reduced
23
Sold out
5
Shares held by filers
2,847,393

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY460,477$9.61M<0.01%+2,86113F-HR/ATimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS199,000$4.15M<0.01%+51,30013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/191,016$3.99M<0.01%+1,23513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC179,650$3.75M<0.01%-3,94713F-HRTimeline
Van Cleef Asset Management,Inc176,249$3.68M0.37%+20613F-HRTimeline
AMICA MUTUAL INSURANCE CO138,177$2.88M0.25%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC119,297$2.49M0.06%-90113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP115,956$2.42M<0.01%-33,38613F-HRTimelineGroup
LPL Financial LLC86,726$1.81M<0.01%-17,65813F-HRTimeline
Prospera Financial Services Inc82,268$1.72M0.03%-93013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC75,340$1.57M<0.01%-1,34413F-HRTimelineGroup
Steward Partners Investment Advisory, L…73,919$1.54M0.01%-59913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC73,316$1.53M<0.01%+45,94713F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding68,681$1.43M-3,482Timeline
LITTLEJOHN FINANCIAL SERVICES, INC.68,026$1.42M1.05%new13F-HRTimeline
GTS SECURITIES LLC64,750$1.35M0.05%+40,06513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA58,190$1.22M<0.01%+5,92513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO58,081$1.21M<0.01%+49,75113F-HRTimelineGroup
COTTONWOOD CAPITAL ADVISORS, LLC50,988$1.06M0.76%-94413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC47,746$996K<0.01%-20,10713F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…41,035$856K<0.01%new13F-HRTimelineGroup
FSA WEALTH PARTNERS, INC.39,378$822K0.3%new13F-HRTimeline
NWAM LLC29,934$761K0.04%new13F-HRTimeline
Main Street Financial Solutions, LLC36,348$759K0.06%+1213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN28,788$601K<0.01%+1,27613F-HRTimelineGroup
UBS Group AGin group UBS Group AG27,697$578K<0.01%-32,86913F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…26,887$561K0.01%+20,45813F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC25,977$542K<0.01%013F-HR/ATimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP25,766$538K<0.01%-21,57513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC21,982$459K<0.01%+1,71313F-HRTimeline
&PARTNERS18,989$396K<0.01%-98513F-HRTimeline
Waldron Private Wealth LLC18,660$389K0.02%013F-HRTimeline
FLOW TRADERS U.S. LLC18,053$377K0.01%new13F-HRTimeline
PATTEN & PATTEN INC/TN14,020$293K0.02%-6,43513F-HRTimeline
Beacon Pointe Advisors, LLC12,978$271K<0.01%new13F-HRTimeline
Sanctuary Advisors, LLC11,953$249K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…10,515$219K<0.01%+42113F-HR/ATimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP10,050$210K<0.01%new13F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,862$122K<0.01%-2,64213F-HRTimelineGroup
TOTH FINANCIAL ADVISORY CORP4,100$85.6K0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,267$68.2K<0.01%-3,27213F-HRTimelineGroup
Global Retirement Partners, LLC3,219$67.2K<0.01%-73513F-HRTimeline
Allworth Financial LP2,874$60K<0.01%-67013F-HRTimeline
HARBOUR INVESTMENTS, INC.2,871$59.9K<0.01%+2,82113F-HRTimeline
Sunbelt Securities, Inc.2,337$48.8K<0.01%-3,03513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,300$48K<0.01%013F-HR/ATimelineGroup
LOWE BROCKENBROUGH & CO INC2,055$42.9K<0.01%new13F-HRTimeline
MAI Capital Management1,841$38.4K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL1,681$35.1K0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,576$32.9K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC1,180$24.6K<0.01%-60813F-HRTimelineGroup
Founders Financial Alliance, LLC1,094$22.8K<0.01%+213F-HRTimeline
Brentview Investment Management LLC1,000$20.9K0.01%new13F-HRTimeline
GROUP ONE TRADING LLC732$15.3K<0.01%+10013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC500$10.4K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC468$10K<0.01%013F-HRTimelineGroup
Clearstead Advisors, LLC319$6.65K<0.01%+213F-HRTimeline
Qube Research & Technologies Ltd245$5.11K<0.01%-5613F-HRTimeline
Cedar Mountain Advisors, LLC165$3.44K<0.01%+113F-HRTimeline
AlphaCore Capital LLC149$3.11K<0.01%new13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.144$3K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.142$2.97K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC137$2.86K<0.01%+8413F-HRTimeline
Cape Investment Advisory, Inc.102$2.13K<0.01%new13F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …87$1.98K<0.01%new13F-HRTimelineGroup
LANARK FINANCIAL, INC.30$626<0.01%013F-HRTimeline
Investors Research Corp28$584<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL23$480<0.01%013F-HRTimeline
New England Capital Financial Advisors …2$33<0.01%-20813F-HRTimeline
Smartleaf Asset Management LLC0$6<0.01%-113F-HRTimelineAmount filed as zero, left out of ratios.